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Steward Partners Investment Advisory, LLC: EDIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Steward Partners Investment Advisory, LLC on EDIV, newest first. How the timeline and the estimate are built.

Steward Partners Investment Advisory, LLC held 2,254 EDIV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,254 shares
    Change vs previous 13F -230,397 shares

    <0.01% of the 13F portfolio, value $92,323.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 232,651 shares
    Change vs previous 13F +58,300 shares

    0.05% of the 13F portfolio, value $9,185,076.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 174,351 shares
    Change vs previous 13F -68,189 shares

    0.04% of the 13F portfolio, value $6,825,845.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 242,540 shares
    Change vs previous 13F +13,447 shares

    0.05% of the 13F portfolio, value $9,422,694.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 229,093 shares
    Change vs previous 13F +163,166 shares

    0.07% of the 13F portfolio, value $8,733,012.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 65,927 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,353,594.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).